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Screenshot: Client Packages list
| Column | Description |
|---|---|
| ID | Package identification number |
| Client | Name of a client, to whom a package is assigned |
| Account | Name of an account, to whom a package is assigned |
| Package | Name of an assigned package |
| Limits | Shows if a respective package has some volume limits and time or money left 1. On the left side of the bar, it shows the destinations, code,or code names. 2. On the right side of the bar, it shows a specified limit. |
| Current Period Start/Stop | A date of package's activation for a respective client/account A date of package's deactivationfor a respective client/account |
Package Start/Stop | Effective start and stop date of the package |
| Button/Icon | Description |
|---|---|
| Allows assigning a package to a corresponding client/account | |
| Shows the full list of packages that were assigned to this client/account | |
| Marks a package that was successfully activated and will renew itself due to the package settings | |
| Marks a package that is new for a current user and was not activated yet | |
| Marks a package that is in the archive | |
| Allows editing a client's package | |
| Allows a user to renew the package. However, we strongly recommend not to renew the package on the expiration date. | |
| Cancels the active package | |
| Removes an assigned package completely |
Advanced Search
By default, information in a section is filtered by Pending and Active statuses. To open the Advanced Search drop-down menu, click on a downwards arrow icon and fill in the following fields with the required information:
Screenshot: Advanced Search drop-down menu
| Field | Description |
|---|---|
Package | Indicate a name of a target package |
| Client | Specify a target client |
| Account | Specify a client's target account |
Status | Select a status of a client's package:
|
ID | Specify a respective client's package ID |
To apply the specified search criteria, click the Search button; to cancel the applied parameters, click Reset.
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Screenshot: Client Packages form
| Field | Description | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Client | Name of a client, to whom a package is assigned | |||||||||
| Account | Name of an account, to whom a package is assigned | |||||||||
| Package | Name of an assigned package | |||||||||
Start Date | Package's limits and discounts are only effective after a specified date | |||||||||
End Date | Package's limits and discounts are disabled after a specified date | |||||||||
| Quantity | Number of packages to be assigned | |||||||||
| Activate in the past checkbox | If checked and the Start Date field value is in the past, a package will be activated on the specified date
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 Helpful TipSometimes it happens that the next activation period of the package is created later than expected (when the start date of the period has already passed, i.e., due to the client's low balance). In that case, for the statistics from the beginning of the period until the actual reactivation of the package to be recalculated according to the package limits, you'll need to re-rate the client for this period. |
| Panel | ||||||||
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If you click the delete To delete the package completely, you need to do the following:
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